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Woori Financial

43 hedge funds and large institutions have $36.3M invested in Woori Financial in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

10% more funds holding

Funds holding: 3943 (+4)

0% more ownership

Funds ownership: 0.12%0.12% (+0%)

1% less capital invested

Capital invested by funds: $36.8M → $36.3M (-$513K)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$56K +$24.6K +550 +79%
TRCT
27
Tower Research Capital (TRC)
New York
$48K +$44K +984 +984%
Wells Fargo
28
Wells Fargo
California
$26K -$202K -4,508 -89%
AG
29
Advisor Group
Arizona
$21K +$5.28K +118 +34%
IWM
30
IHT Wealth Management
Illinois
$21K +$20.1K +450 New
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$19K -$87.9K -1,963 -82%
IA
32
IFP Advisors
Florida
$11K
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$8K
GT
34
Glenmede Trust
Pennsylvania
$8K +$9.27K +207 New
DCM
35
Delpha Capital Management
New York
$5K +$4.92K +110 New
QCG
36
Quadrant Capital Group
Ohio
$5K +$5.46K +122 New
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$1.88K +42 +86%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$4K +$3.09K +69 +288%
PA
39
Parallel Advisors
California
$3K +$2.33K +52 +867%
LIA
40
LS Investment Advisors
Michigan
$2K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2K
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$1K
STA
43
Summit Trail Advisors
New York
$1K +$806 +18 New
TRSOTSOK
44
Teachers Retirement System of the State of Kentucky
Kentucky
-$2.95M -63,300 Closed
TAM
45
Todd Asset Management
Kentucky
-$2.95M -63,300 Closed
AR
46
Advisory Research
Illinois
-$1.29M -27,779 Closed
CS
47
Credit Suisse
Switzerland
-$308K -6,600 Closed
Geode Capital Management
48
Geode Capital Management
Massachusetts
-$223K -4,787 Closed
FHA
49
First Horizon Advisors
Tennessee
-$7K -154 Closed
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
-$6K -144 Closed

WF Hedge Fund Activity: Q4 2017 in Review

43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q4 2017, worth a combined $36.3M — down 1.4% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WF positions and 8 closed out — a net gain of 4 holders — while 20 added to existing stakes and 5 trimmed.

The largest buyer was Aperio Group, adding an estimated $2.46M. The largest seller was Teachers Retirement System of the State of Kentucky, exiting entirely with an estimated $2.95M sold.

  • 43 institutional investors held Woori Financial (WF) as of Q4 2017, up from 39 in Q3 2017.
  • Funds reported $36.3M of Woori Financial stock for Q4 2017, down 1.4% quarter-over-quarter.
  • 12 funds opened new Woori Financial positions in Q4 2017 and 8 closed out, a net change of +4 holders.
  • The largest Woori Financial buyer in Q4 2017 was Aperio Group, an estimated $2.46M added.
  • The largest Woori Financial seller in Q4 2017 was Teachers Retirement System of the State of Kentucky, an estimated $2.95M sold.

Based on aggregated 13F filings for Q4 2017.